See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,123 | $98,750+16.6% | $149,696-23.1% | $79,858+44.2% |
| Participation rate | 81.7% | 75.8%+5.9pp | 82.5%-0.8pp | 69.6%+12.1pp |
| Annual return | 21.17% | 27.43%-6.3pp | 276.60%-255.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,091 | $3,216-3.9% | $4,644-33.4% | $2,471+25.1% |
| Participant deferral / active EE | $7,331 | $5,680+29.1% | $6,842+7.2% | $3,740+96.0% |
| Admin fee / account holder | $4,248 | $6,053-29.8% | $9,309-54.4% | $5,306-19.9% |